| Serial Number | 86773819 |
| Word Mark | FRA PLANTOOLS |
| Filing Date | Wednesday, September 30, 2015 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 30, 2022 |
| Registration Number | 4977175 |
| Registration Date | Tuesday, June 14, 2016 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 29, 2016 |
| Description of Mark | The mark consists of a stylized "F FRA PLANTOOLS" with a design comprised of five shaded rectangles arranged in a brick-pattern, with the three left rectangles resembling the shape of the letter "F", to the left. |
| Pseudo Mark | FIDUCIARY RISK ASSESSMENT PLAN TOOLS |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FRA PLAN TOOLS" |
| Goods and Services | Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to customize Investment Policy Statement scenarios to explore different investment strategies, document investment selections and monitor investment selections on a quarterly basis, assess fees to determine if they are reasonable using benchmarking metrics and regulatory guidelines access financial reports for the purpose of assessing and managing financial risk related to investments and related compliance issues, assess investment advisory qualification for the purpose of selecting an advisor, to receive requests for proposal responses from vendors, and to provide target-date analytics by tracking and managing investment portfolios based on financial data, the age of the investor, and the investor's risk tolerance; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 30, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, January 1, 2009 |
| First Use In Commerce Date | Thursday, January 1, 2009 |
| Party Name | PlanTools, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fort Mill, SC 29707 |
| Party Name | PlanTools, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fort Mill, SC 29707 |
| Party Name | PlanTools, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fort Mill, SC 29707 |
| Event Date | Event Description |
| Friday, December 30, 2022 | CANCELLED SEC. 8 (6-YR) |
| Monday, June 14, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 14, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 29, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 29, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 9, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, February 22, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, February 20, 2016 | ASSIGNED TO LIE |
| Wednesday, January 20, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 19, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, January 19, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 19, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 19, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, January 17, 2016 | ASSIGNED TO EXAMINER |
| Wednesday, October 7, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, October 6, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, October 3, 2015 | NEW APPLICATION ENTERED |